Sterling Capital Management LLC

Position in LEN — Lennar Corp /New/

CIK 1329883 CHARLOTTE, NC

Position in LEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,761,085

-$2,086,440 QoQ

Shares Held

152,073

-16.7% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#118

of 949 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Cyclical · as of Jun 30, 2026

Sterling Capital Management LLC holds $60,609,012 across 18 Residential Construction names. LEN ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	238,567	$38,857,792
2	LEN	Lennar Corp /New/ This page	152,073	$13,761,085
3	MTH	Meritage Homes CORP	58,819	$4,931,973
4	PHM	Pultegroup Inc/Mi/	12,325	$1,691,113
5	TOL	Toll Brothers, Inc.	2,836	$467,231
6	NVR	Nvr Inc	56	$381,550
7			1,921	$137,812
8	MHO	M/I Homes, Inc.	519	$83,450

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,761,085	152,073	-16.5%	Shares	Sole	2026-07-28
2026-03-31 LEN-B	$26,581	316	-43.3%	Shares	Sole	2026-04-22
2026-03-31	$15,820,944	182,185	+8.8%	Shares	Sole	2026-04-22
2025-12-31 LEN-B	$52,981	557	-5.6%	Shares	Sole	2026-02-13
2025-12-31	$17,219,308	167,503	-12.0%	Shares	Sole	2026-02-13
2025-09-30 LEN-B	$70,794	590	-20.5%	Shares	Sole	2025-11-12
2025-09-30	$23,994,486	190,372	+85.2%	Shares	Sole	2025-11-12
2025-06-30 LEN-B	$78,095	742	+18.7%	Shares	Sole	2025-08-08
2025-06-30	$11,371,261	102,805	+703.9%	Shares	Sole	2025-08-08
2025-03-31 LEN-B	$68,168	625	-7.3%	Shares	Sole	2025-05-13
2025-03-31	$1,467,806	12,788	-8.5%	Shares	Sole	2025-05-13
2024-12-31 LEN-B	—	674	+56.0%	Shares	Sole	2025-02-13
2024-12-31	$1,906,042	13,977	-50.8%	Shares	Sole	2025-02-13
2024-09-30 LEN-B	—	432	—	Shares	Sole	2024-11-12
2024-09-30	$5,330,806	28,434	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.